Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
+69,733
New +$1.29M 0.05% 353
2025
Q1
Sell
-9,792
Closed -$215K 1122
2024
Q4
$215K Buy
+9,792
New +$215K 0.01% 865
2024
Q3
Sell
-31,839
Closed -$593K 1032
2024
Q2
$593K Buy
+31,839
New +$593K 0.03% 501
2024
Q1
Sell
-10,728
Closed -$197K 945
2023
Q4
$197K Buy
+10,728
New +$197K 0.01% 690
2014
Q1
Sell
-20,800
Closed -$147K 201
2013
Q4
$147K Buy
+20,800
New +$147K 0.02% 115